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First Trust Preferred Securities and Income ETF

402 hedge funds and large institutions have $4.13B invested in First Trust Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+16
Holders Change %
+4.15%
% of All Funds
5.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
56
Increased
126
Reduced
173
Closed
36
Calls
$266K
Puts
$422K
Net Calls
-$156K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
301
Stableford Capital II
Arizona
$259K
KWA
302
Kingswood Wealth Advisors
California
$258K +$258K +15,330 New
IAS
303
Insigneo Advisory Services
Florida
$251K -$16.6K -982 -6%
AWAG
304
ARS Wealth Advisors Group
Florida
$251K +$1.72K +102 +0.7%
WP
305
WealthShield Partners
North Carolina
$250K -$52K -3,082 -17%
VCM
306
Virtue Capital Management
Tennessee
$249K +$21.2K +1,267 +9%
MFG
307
Merit Financial Group
Georgia
$248K -$64.7K -3,837 -21%
CFD
308
Creative Financial Designs
Indiana
$248K +$227K +13,476 +1,106%
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$246K -$39.7K -2,354 -14%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$243K +$243K +14,430 New
CIA
311
Capital Investment Advisors
Georgia
$243K -$43.5K -2,582 -15%
AFC
312
AFT Forsyth & Company
Florida
$236K
WT
313
Whittier Trust
California
$235K +$150K +8,910 +178%
FAIM
314
Financial Advocates Investment Management
Washington
$233K -$4.54K -269 -2%
BFG
315
Baron Financial Group
New Jersey
$226K -$1.34M -79,304 -86%
DC
316
DeDora Capital
California
$225K -$7.4K -439 -3%
SWM
317
SeaCrest Wealth Management
New York
$224K -$168K -10,030 -43%
Creative Planning
318
Creative Planning
Kansas
$224K +$38.5K +2,283 +21%
SOS
319
Silver Oak Securities
Tennessee
$222K +$222K +13,166 New
HWP
320
Hibernia Wealth Partners
Louisiana
$221K +$217K +12,884 +5,506%
SNB
321
Security National Bank
Nebraska
$218K +$24.7K +1,467 +13%
NPFS
322
Novak & Powell Financial Services
Florida
$212K +$212K +12,581 New
TWM
323
Tradition Wealth Management
Minnesota
$210K -$65K -3,857 -24%
CHA
324
Carmichael Hill & Associates
Maryland
$209K +$20.5K +1,218 +11%
AWA
325
Arete Wealth Advisors
Illinois
$201K +$201K +11,943 New